Title: Managing Director, Park Edge Group
Branch / Location: Cleveland, OH
Todd Kalish has been the lead advisor of the Park Edge Group at McDonald Partners since 2017, when the Park Edge Group moved from Morgan Stanley (where they had been since 2005). He has been providing investment advisory services to individuals and small- to medium-sized institutions for more than 20 years, with a philosophy built on the four corners of investment consulting: policy development, asset allocation analysis, investment selection and performance evaluation. His goal is to provide a disciplined approach that begins with a detailed analysis, and concludes with implementation of a plan designed to achieve a client’s goals and objectives.
While Todd was at Morgan Stanley, he most recently served as a Senior Vice-President and Senior Institutional Consultant in the Firm’s Wealth Management office in Cleveland for the past 12 years. In that role, he was invited to participate in Morgan Stanley Smith Barney’s inaugural Family Wealth Management class, which required a comprehensive year-long training. He earned the firm’s coveted “Family Wealth Management designation,” enabling Todd to provide comprehensive planning and advice in complex situations.
Todd graduated from Bowling Green State University in 1993 and has spent his entire career serving the needs of his clients.
In addition to providing consulting advice, Todd is often an integral contributor to his clients’ boards, especially in the area of employee benefits. He currently serves on the Cleveland Catholic Diocese CEET Board.